The Cookie Starting to crumble: Underweight Basic Resources



By Bobby Rakhit 25/04/2006 00:00
The basic resource sector has done exceptionally well! Gold, copper, silver - almost anything that you can think of as a metal has outperformed.

Minibase in USD as of 24/04/06

% Change

2005

EPS %

Change 05

EPS % Change 06

% Change YTD

EPS 1 Month Revisions (%) 06

EPS 3 Months Revisions (%) 06

Dow Jones World

/1/ Basic Materials

18.8%

18.9%

17.6%

20.9%

3.9%

8.7%

Dow Jones World Bench

9.3%

12.7%

13.9%

9.5%

1.5%

3.0%


Source: FactSet estimates


So why all the gloom now? Speculation seems to be exceeding the normalised demand rate which in other words is creating a bubble. Moreover a slightly slower growth in China and increasingly restrictive policies in world monetary policy are signals pointing towards underperformance in the 2nd half of this year. This has also directly affected the input costs for the auto, aerospace and component businesses.

So what now? In a global context, European Industrials and alternative energy sources are the flavours of the year. They will both directly benefit from direct investment.


Minibase (Local Currency) as of 24/04/06

% Change

2005

EPS %

Change 05

EPS % Change 06

% Change YTD

EPS 1 Month Revisions (%) 06

EPS 3 Months Revisions (%) 06

FTSE All Share Ex Invt Bench (GB)

17.7%

21.6%

10.6%

9.2%

2.1%

3.9%

DJ Stoxx 600 Bench

23.4%

25.9%

7.6%

9.5%

0.6%

2.3%

Dow Jones World Bench

9.3%

12.7%

13.9%

9.5%

1.5%

3.0%


Source: FactSet estimates


In the UK the story continues to be the same. Financials and basic resources continue leading the way. Surprisingly, the market remains fairly buoyant with EPS revisions exceeding the global rate.


Market Cap.

% Change YTD

% Change 2005

EPS % Change 05

EPS % Change 06

EPS 1 Months Revisions (%) 06

Prudential (GB Listing)

15,196

15.9%

21.4%

40.7%

1.6%

16.4%

Man Group (GB Listing)

7,831

35.3%

29.8%

57.6%

4.4%

15.4%

Antofagasta (GB Listing)

4,844

31.5%

66.7%

41.4%

-1.7%

13.3%

Anglo American Plc (Ordinary)

36,763

24.4%

60.6%

52.8%

22.9%

6.7%

Brambles Inds

3,165

4.9%

60.2%

27.1%

5.4%

6.5%

Marks & Spencer Group Plc (Ordinary)

9,871

17.7%

47.2%

49.5%

17.6%

6.2%


Source: FactSet estimates


Overall we expect equity markets to perform robustly during the first half of this year, however we remain vigilant as the mounting exogenous factors which could easily turn the tide, for example the proliferation of instability in the middle east and a marked slowdown in China and India.


We remain very bullish on cyclicals as growth rates continue to remain strong globally. We strongly recommend underweighting defensives for the first half of this year, and favour growth stocks over value stocks.


These views are independent of FactSet Ltd and are proprietary to Bobby Rakhit. For the full report and individual sector reviews and recommendations please contact rakhitreport@yahoo.co.uk.


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